Founder
CurrentProvides consulting services for businesses - implementing sound, organized policies to improve workflow and boost revenue.
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David Sobel is listed as Founder at Platinum Advisors, a with 4 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for David Sobel.
David Sobel previously worked as Chief Financial Officer at The Mint Capital Inc and Chief Financial Officer at Major Energy Services. David Sobel holds Bachelor'S Degree, Accounting, 3.85 In Major from City University Of New York-Brooklyn College.
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There are those in the business world who believe in the tried and proven. And then there are those who believe in the untold opportunity which every new company possesses.Tried and proven is nice, but I’m drawn to new and innovative. I look toward the future. I believe in the power of fresh startups.Since 2009, I have been involved with guiding the leaders of young companies, and have helped several firms grow to meet or exceed their revenue goals. I consider myself a finance and operations specialist who creates and implements novel solutions which truly introduce organization and structure to the workspace. The programs I’ve instituted include➢ Human Resources Guidelines,➢ Accounting Protocols, and➢ Financial Reporting Standards.At Platinum Advisors, I utilized my vast knowledge of the finance world to assist several real estate companies in achieving remarkable growth. I assisted business owners in diversifying their portfolios to include larger and more lucrative properties. I also aided retail and energy companies by creating detailed 24-month projections which helped clearly delineate their goals. During my 10 years at Major Energy Services, I helped company revenue skyrocket, turning a startup energy supplier into a vibrant enterprise which sold for over $80M.I am passionate that remarkable growth can be achieved in any business, if the right systems and procedures are in place. Organization and structure are the foundation upon which business success can be built. I consider myself a visionary who unites the workforce and guides employees to do everything possible to enable their company to succeed.Let’s connect!
Listed skills include Accounting, Strategic Planning, Management, Internal Controls, and 3 others.
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Provides consulting services for businesses - implementing sound, organized policies to improve workflow and boost revenue.
Orangeburg, New York
• Instrumental in developing an alternative energy supplier from start-up through the sale of the company in excess of $80,000,000• Established and oversaw the financial systems and processes in place to deliver monthly financials to senior management and external investors• Collaborated with IT to create and maintain a home-grown system with daily checks and balances to ensure all customer were timely and accurately billed• Heavily involved in the finance and operations integration process with the public company that acquired Major Energy including general ledger reporting, human resource functions and Sarbanes-Oxley compliance• Worked closely with an outside creditor to secure a credit facility• Managed the annual audit performed by a big-four accounting firm
Linden, New Jersey
• Reshaped non-profitable divisions of the company into large profit bases• Provided and analyzed detailed monthly profit reports by customer and sales representatives to distribute to firm owners• Reformed the payroll process of the company eliminating excess fees• Created a purchase ordering and inventory tracking system for the company • Installed a warranty tracking system to ensure credits were received
Brooklyn, New York
• Provided accounting and tax services for corporate clients such as compiling and analyzing balance sheets, income statements and other financial schedules• Prepared and reviewed financial statements, footnote disclosures and consolidations• Completed write-ups and journal entries of multiple companies in the wholesale, retail, real estate, medical and service industries• Prepared individual, partnership, corporation, and foundation tax returns• Communicated with various tax authorities to effectively resolve IRS and State tax notices• Prepared payroll tax returns for monthly and semi-weekly depositors
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David Sobel works for Platinum Advisors.
David Sobel is listed as Founder at Platinum Advisors.
David Sobel is based in New York City Metropolitan Area, United States while working with Platinum Advisors.
David Sobel has worked for Platinum Advisors, The Mint Capital Inc, Major Energy Services, Santec, Inc., and Zell & Ettinger Cpas.
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David Sobel holds Bachelor'S Degree, Accounting, 3.85 In Major from City University Of New York-Brooklyn College.
David Sobel is listed with skills including Accounting, Strategic Planning, Management, Internal Controls, Financial Reporting, Auditing, and Financial Analysis.
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